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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,563 | $57,763-17.7% | $112,228-57.6% | $71,529-33.5% |
| Participation rate | 91.7% | 58.9%+32.8pp | 72.4%+19.3pp | 67.9%+23.8pp |
| Annual return | -43.54% | 18.26%-61.8pp | 30.23%-73.8pp | 28.97%-72.5pp |
| Employer contribution / active EE | $8,609 | $1,916+349.3% | $3,432+150.9% | $2,590+232.4% |
| Participant deferral / active EE | $0 | $2,865-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,563-100.0% | $7,752-100.0% | $1,588-100.0% |